Research Manager - Equity Research in Morley

Competitive Salary + Benefits

Leeds

Permanent: 37.5 hour per week

Full time (we welcome flexible working discussions)

An opportunity to make a difference

Due to internal progression and expansion we are seeking a future equity research colleague. As a Research Manager, you will be responsible for creating high-quality research material to support Portfolio Managers with stock selection and portfolio construction. The role is a global sector role, working with our six internally managed regional equity portfolios. This will involve the production and updating of insightful written research using internal and external sources of data and research, meeting agreed performance metrics and supporting portfolio construction through the inclusion of new holdings and the reduction/removal of existing holdings, all whilst ensuring you are acting in accordance with the Border to Coast investment process, procedures, and necessary regulatory requirements.

You’ll work hand‑in‑hand with Portfolio Managers across our Internal Equity function bringing your ideas to investment team meetings, building relationships with the management teams of current and prospective holdings, and proactively identifying and assessing new opportunities across the global sectors you cover.

As a customer‑owned and customer‑focused organisation, integrity is one of our values, as is our collaborative and sustainable approach. Our focus is to secure the pensions of over a million people who have provided valuable service to their communities and society. We’re the largest UK asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term.

About you – and the value you’ll bring to our team

• An established research professional with experience of conducting investment research and bottom‑up fundamental equity analysis.
• Knowledge of and interest in a range of Global Equities sectors. In depth knowledge of Basic Resources (including materials, metals & mining, EV supply chain) / Chemicals / and Energy sectors is desirable.
• Ability to create and communicate high quality written investment theses supported by comprehensive financial analysis.
• Keen interest in, and understanding of, investment markets, as well as an investment approach that is underpinned by a focus on identifying and maintaining long‑term, quality holdings, and a commitment to responsible investment and sustainability.
• Ability to satisfy regulatory requirements and comply with FCA Conduct Rules and Nolan Principles.
• The potential to inspire, mentor and develop Research team colleagues.

Why join Border to Coast?

• At Border to Coast, you will receive competitive remuneration and have access to excellent benefits:
• Vitality Health Insurance for all employees
• Employee Assistance Programme
• Critical Illness Cover
• Pension scheme
• Stunning Leeds city centre location only a short walk to the train station
• Cycle to work scheme
• Life Assurance of 6 times of salary
• Sustainable travel plans
• Range of discounts for Leeds gyms, shops and restaurants
• Hybrid working
• Onsite gym

We welcome applications from people of all experience levels and backgrounds and value diversity of thought. We are committed to creating an inclusive and engaging workplace, ensuring that colleagues maintain a work life balance. We encourage colleagues to progress, be themselves and be their best through both personal and professional development.